Financial Planning Services

While it may be enough to provide you with a comprehensive, integrated financial strategy and advice, we feel the need to go one step further in order to provide a truly personalized and professional experience.

Therefore, we have developed Premier Level Client Service that we are very proud of 

We offer assistance with:

Annual Financial Review

  • Personal Financial Plans, Estate Planning Strategies and Retirement Plans are reviewed and updated as needed 
  • Comprehensive review of financial needs, goals, objectives and dreams
  • Review of risk tolerance
  • Complete review of changes in personal, family, career, and business situations
  • All account documents, client profiles, and data are reviewed and updated
  • Alternative actions from attorneys, accountants, or other financial providers may be requested

Continuing Education

  • Newsletter – Commentary regarding the current economic and investment environment is e-mailed monthly.
  • Access to LPL Financial proprietary research

Performance Reviews

  • Portfolio performance is monitored continually and compared to both a benchmark and the goals of your personal financial strategy, with face-to-face reviews on a quarterly basis 
  • Any changes or updates to your current situation are discussed
  • Contact is made once a month in non-review months to simply touch base

Year End Tax Planning Strategies

  • We strive to minimize your annual capital gains taxes—both within your portfolio and from other investments—by developing strategies that address your specific tax planning needs and goals.
  • We coordinate this effort with you and your accountant to strive to have all of your investments work tandem

Referrals to our Strategic Partners

  • Personal & Family Trust Attorneys 
  • Estate Planning Attorneys & Probate Services
  • CPAs
  • Personal Bankers
  • Real Estate Agents
  • …even Home & Auto Maintenance

For more information, please contact us at 803-386-0309.